Roles

This table shows the available roles:
Role Description
IDM-User This role is required for access to Document Management user interfaces and APIs and grants access to all documents without specific access control lists.
IDM-AdvancedUser This role is for an advanced user with access to advanced tools such as mass update, mass delete, and export.
Caution: 
Access to these tools can result in considerable damage if used by unskilled personnel.

This role does not grant privileged access to any content. This role implicitly includes the IDM-User.

IDM-Administrator This role is for a user who can create and alter document types and configure Document Management. This role does not grant privileged access to any content. This role implicitly includes the IDM-AdvancedUser.
IDM-SuperUser This role provides full access to documents in Document Management. Users with this role bypass the security model and are granted access to all content. Assign this role with care as this user can access and edit any document in the system with no restrictions. Note that a user repository administrator can add people to this role. This role implicitly includes the IDM-User.
IDM-RelatedInformationUser This role grants access to the Document Management Related Information contextual application. A user with this role is not granted access to other Document Management interfaces. This role does not affect access to content in Document Management, but as with all roles, this role can be used in the Access Control Lists (ACL). It can manage authorization (access to content/documents) within Document Management.
IDMCAPTURE-User This role grants access to the Operator activities in Ephesoft such as:
  • Viewing batches.
  • Opening batches.
  • Scanning and uploading new documents.
IDMCAPTURE-Administrator This role has the same security as IDMCAPTURE-User, with additional access to Administrator activities, such as:
  • Managing batch classes.
  • Managing batch instances.
  • Managing folders and viewing reports
IDMCAPTURE-SystemAdministrator This role has the same security as IDMCAPTURE-Administrator with additional access to System Configuration, where access can be added or removed for other users